投资顾问英文求职简历范文.docx

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1、投资顾问英文求职简历范文 Investment AnalysisStrength·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.·Effective leadership and team -buildng.·Extremely well organized.·Proven Customer service skills.·Excellent PC skills and defined contr

2、ibution 401(K)daily processing ,stock ,and mutual fund system logic.PersonalName: Stella LiGender:FemaleDate of Birth:August 23th,1973Martial Status:Married Email Address:stellaliTel:(010)671839xx-7869 Mobile Phone:139112167xxExperience1990-1996XXXX RETIREMENT & INVESTMENT SERVICESPlan Analyst&m

3、iddot;Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.·Resolved client questions and p

4、roblems.·Interfaced productively with team ,department,field ,and sales personnel.·Completed,verified,and mailed all required client reports.·Plan year packages,and auditors#39; requests.·Processed ADPs/ACPs and correction of year-end participant taxinformation.-Promoted

5、four times in four years-Consistently met or exceeded all established standards for timing and accuracy-Selected as one of first two people to participate in changeover to daily 401(K) processing environment from a monthly processing enviroment ,and quickly adapted to new system-Chosen to train new

6、hires and other plan analysts transitioning to the daily processing environment-Served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system-Served effectively as team leader and account manager for new pilot team concept while maintain own book of businessEducationXXXX CollegeBachelor of Science, Business AdministrationAwardsPRESIDENT#39;S CLUB AWARD